Position in TSLA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,459,505
-$747,175 QoQ
Shares Held
9,306
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026IMA Advisory Services, Inc. holds $3,475,225 across 7 Auto Manufacturers names. TSLA ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
9,306 | $3,459,505 | |
| 2 | TM |
Toyota Motor Corp/
|
37 | $7,625 | |
| 3 | GM |
General Motors Co
|
43 | $3,203 | |
| 4 | HMC |
Honda Motor Co Ltd
|
84 | $2,042 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
108 | $1,625 | |
| 6 | GELHY |
Geely Automobile Holdings Limited/ADR
|
17 | $925 | |
| 7 | F |
Ford Motor Co
|
26 | $300 |
All Filings in TSLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,459,505 | 9,306 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,206,680 | 9,354 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,166,581 | 9,369 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,992,357 | 9,420 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,407,337 | 9,289 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,797,307 | 9,403 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,481,560 | 9,485 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,883,421 | 9,518 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,698,131 | 9,660 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,476,103 | 9,965 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,776,691 | 11,097 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $3,057,211 | 11,679 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,585,366 | 12,462 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $57,278 | 465 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $123,341 | 465 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $34,793 | 155 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $55,676 | 155 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $54,600 | 155 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $104,689 | 405 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $91,759 | 405 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $90,170 | 405 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $95,265 | 405 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $57,916 | 405 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $81,201 | 1,128 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,899 | 312 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||